Meta has a VR collaboration platform, followed by Microsoft. In August 2021, meta launched the VR collaboration platform horizonworkspaces, which aims to improve the team’s ability of remote collaboration, communication and connection through the powerful functions of VR. Horizon studios integrates the studio’s most advanced technology into the quest2 experience, creating a different productivity experience using functions such as mixed reality desktop and keyboard tracking, hand tracking, remote desktop streaming, video conference integration, spatial audio and the new oculus avatars. In November 2021, Microsoft announced on its official website that it would launch the meshfor Microsoft teams function in 2022. This function combines the mixed reality function of Microsoft mesh (allowing people from different physical locations to participate in collaboration and share holographic experience) with the productivity tools of Microsoft teams, in which users can join virtual meetings, send chats, collaborate and process shared documents, etc. Most users of meshforteams will join team meetings as their own custom avatars instead of static pictures or videos. Organizations can also build an immersive space (metauniverse) in teams. Meshforteams users can bring their avatars into these spaces, mix and communicate, and collaborate on projects. Meshforteams aims to make online meetings more interesting, personalized and fascinating. It is also the gateway to the meta universe – a lasting digital world, a digital twin of people, places and things. We believe that cross system, integrated and comprehensive meta universe products have been quietly implemented in the field of office and conference.
We believe that metauniverse has long separated from the concept and entered the product landing stage. It is suggested to actively pay attention to the exploration and layout of Chinese high-quality technology manufacturers in this field. As the world enters the post epidemic era of normalized prevention and control, the way of online and offline mixed work has penetrated a variety of scenes, bringing innovation to the content and mode of the cloud video industry. With the integration of audio and video underlying technology and business, and the continuous expansion of application requirements and application scenarios, Chinese government and enterprise customers pay more attention to the new hybrid cloud paradigm of “immersion, high security, high reliability and high service”. For 5g and localization, Bizconf Telecom Co.Ltd(300578) accelerate the layout of the underlying engine of the commercial meta universe. In September 2021, Bizconf Telecom Co.Ltd(300578) led the investment in a new round of financing of Zhongchuang video, and will deepen the layout cooperation with Zhongchuang video in localization, Xinchuang market, next-generation audio and video engine, promote the technological innovation and scene innovation of 5g, localization and commercial meta universe underlying audio and video technology, and connect more enterprise users\’ Online + offline scenes. According to the frost radar frost radar chart released by Sullivan leopard Research Institute’s latest report on China’s intelligent video conferencing solutions industry in 2021, the company’s comprehensive competitiveness of products ranks in the leader quadrant, second only to Huawei, and continues to lead the whole cloud video industry. By the middle of 2021, Bizconf Telecom Co.Ltd(300578) cloud video has exceeded 1.5 million government and enterprise users. Over the past two years, Bizconf Telecom Co.Ltd(300578) has greatly increased its R & D investment as a whole, laid out an audio and video underlying engine for a new generation of video communication such as AR (augmented reality) + VR (virtual reality) + MR (hybrid reality) in advance, and built a next-generation platform to help enterprise users improve business efficiency and deal with complex work scenes and multiple communication methods. According to the company’s official, there is a next-generation 3D cloud video platform for new application scenarios, which is being jointly created with multiple customers.
In addition, metauniverse has been written into many government work reports. In December 2021, Shanghai issued the “14th five year plan” for the development of electronic information industry, which proposed to strengthen the forward-looking research and development of the underlying core technology and basic capabilities of the meta universe, promote the development of new terminals that deepen perceptual interaction and the construction of systematic virtual content, and explore industrial applications. This is the first time that the meta universe has been written into the local “14th five year plan” industrial plan. On January 10 and 11, 2022, people’s congresses were successively held in Hefei and Wuhan, and yuanuniverse was written into the government work report. Hefei said in the government work report that in the next five years, Hefei will look forward to the layout of future industries, aim at frontier fields such as meta universe, superconducting technology and precision medicine, build a number of pilot enterprises, cutting-edge technologies and high-end products, and win the future of the city with future industries. Wuhan also said that it is necessary to accelerate the expansion of the digital industry, promote the integration of meta universe, big data, cloud computing, blockchain, geospatial information and quantum technology with the real economy, build a national new generation artificial intelligence innovation and development pilot zone, and build five digital economy industrial parks such as Xiaomi science and technology park. In addition, at present, Hangzhou has established a yuan universe Special Committee; Wuxi issued the development plan of yuancosmos ecological industry in the leading area of Taihu Bay science and technology innovation belt, and proposed to build a China yuancosmos ecological industry demonstration area; Beijing also said that it would promote the formation of a new innovation consortium of yuancosmos and explore the construction of yuancosmos industrial agglomeration area; As the fourth largest R & D center of communication technology and equipment in China after Beijing, Shanghai and Shenzhen, Chengdu is arranged into Liyuan universe industry alliance and will build jiaozi Avenue yuan universe center.
Investment suggestion: it is recommended to pay attention to the layout of Chinese high-quality desktop conference and video conference manufacturers in metauniverse, pay attention to Bizconf Telecom Co.Ltd(300578) (300578. SZ) 3D cloud video platform, and pay attention to Yealink Network Technology Co.Ltd(300628) (300628. SZ) cooperation with Microsoft teems
Risk tip: meta universe’s development is less than expected, policy change risk, and meta universe’s products have less risk of driving revenue growth
